그린 수소 시장 : 기술, 재생 에너지원, 유통 채널, 용도별 - 세계 예측(2025-2030년)

The Green Hydrogen Market was valued at USD 2.76 billion in 2023, expected to reach USD 3.76 billion in 2024, and is projected to grow at a CAGR of 39.84%, to USD 28.89 billion by 2030.

Green hydrogen, defined as hydrogen produced using renewable energy sources through electrolysis, is a sustainable energy carrier increasingly recognized for its role in the global transition towards decarbonization. The necessity of green hydrogen stems from its ability to offer a clean alternative to fossil fuels, helping mitigate climate change and reduce the carbon footprint in various industries. Its applications span multiple sectors, including energy, transportation, and industrial manufacturing, where it can replace carbon-intensive hydrogen. The end-use scope includes electricity generation, fuel for hydrogen-powered vehicles, and a critical component in ammonia production for fertilizers.

Market insight reveals several growth-driving factors, such as government policies supportive of clean energy, technological advancements improving efficiency, and growing corporate commitments to sustainability goals. The declining costs of renewable energy sources further bolster the adoption of green hydrogen. Opportunities lie in partnerships and collaborations between public and private sectors, targeting investments in infrastructure development, and exploring niche markets such as maritime and aviation sectors, which are currently under-penetrated. However, challenges persist; the high capital costs associated with electrolyzers, infrastructure development for storage and transportation, and regulatory hurdles can impede the market's growth.

Innovation and research should focus on enhancing the efficiency of electrolyzers and reducing production costs, developing robust and scalable supply chains, and exploring hydrogen storage solutions. Additionally, advancements in fuel cell technologies and strategies to integrate hydrogen into existing energy systems are vital. The market for green hydrogen is nascent but exhibits rapid growth potential, characterized by a dynamic nature with both large-scale energy companies and startups actively seeking to innovate. For businesses aiming to grow, investing in R&D to drive down costs and strategic collaborations for technology advancements represent effective paths forward in this evolving sector. Consistently assessing policy landscapes and staying responsive to regulatory changes are recommended for navigating and capitalizing on the market's evolving dynamics.

Market Dynamics: Unveiling Key Market Insights in the Rapidly Evolving Green Hydrogen Market

The Green Hydrogen Market is undergoing transformative changes driven by a dynamic interplay of supply and demand factors. Understanding these evolving market dynamics prepares business organizations to make informed investment decisions, refine strategic decisions, and seize new opportunities. By gaining a comprehensive view of these trends, business organizations can mitigate various risks across political, geographic, technical, social, and economic domains while also gaining a clearer understanding of consumer behavior and its impact on manufacturing costs and purchasing trends.

• Market Drivers
  • Growing demand for renewable alternative to conventional fossil fuels
  • Increasing utilization of green hydrogen for manufacturing of ammonia and fertilizers
• Market Restraints
  • High initial investment requirements for setting up hydrogen infrastructure
• Market Opportunities
  • Advancing research and development for green hydrogen
  • Increasing government investments and subsidies promoting clean fuel usage
• Market Challenges
  • Safety concerns associated with handling and transportation of green hydrogen

Porter's Five Forces: A Strategic Tool for Navigating the Green Hydrogen Market

Porter's five forces framework is a critical tool for understanding the competitive landscape of the Green Hydrogen Market. It offers business organizations with a clear methodology for evaluating their competitive positioning and exploring strategic opportunities. This framework helps businesses assess the power dynamics within the market and determine the profitability of new ventures. With these insights, business organizations can leverage their strengths, address weaknesses, and avoid potential challenges, ensuring a more resilient market positioning.

PESTLE Analysis: Navigating External Influences in the Green Hydrogen Market

External macro-environmental factors play a pivotal role in shaping the performance dynamics of the Green Hydrogen Market. Political, Economic, Social, Technological, Legal, and Environmental factors analysis provides the necessary information to navigate these influences. By examining PESTLE factors, businesses can better understand potential risks and opportunities. This analysis enables business organizations to anticipate changes in regulations, consumer preferences, and economic trends, ensuring they are prepared to make proactive, forward-thinking decisions.

Market Share Analysis: Understanding the Competitive Landscape in the Green Hydrogen Market

A detailed market share analysis in the Green Hydrogen Market provides a comprehensive assessment of vendors' performance. Companies can identify their competitive positioning by comparing key metrics, including revenue, customer base, and growth rates. This analysis highlights market concentration, fragmentation, and trends in consolidation, offering vendors the insights required to make strategic decisions that enhance their position in an increasingly competitive landscape.

FPNV Positioning Matrix: Evaluating Vendors' Performance in the Green Hydrogen Market

The Forefront, Pathfinder, Niche, Vital (FPNV) Positioning Matrix is a critical tool for evaluating vendors within the Green Hydrogen Market. This matrix enables business organizations to make well-informed decisions that align with their goals by assessing vendors based on their business strategy and product satisfaction. The four quadrants provide a clear and precise segmentation of vendors, helping users identify the right partners and solutions that best fit their strategic objectives.

Strategy Analysis & Recommendation: Charting a Path to Success in the Green Hydrogen Market

A strategic analysis of the Green Hydrogen Market is essential for businesses looking to strengthen their global market presence. By reviewing key resources, capabilities, and performance indicators, business organizations can identify growth opportunities and work toward improvement. This approach helps businesses navigate challenges in the competitive landscape and ensures they are well-positioned to capitalize on newer opportunities and drive long-term success.

Key Company Profiles

The report delves into recent significant developments in the Green Hydrogen Market, highlighting leading vendors and their innovative profiles. These include Adani Green Energy Limited, Air Liquide S.A., Air Products and Chemicals, Inc., Avaada Energy Pvt. Ltd., Ballard Power Systems Inc., Bloom Energy Corporation, Cummins Inc., CWP Global, ENAPTER s.r.l., ENGIE SA, Green Hydrogen Systems A/S, Hiringa Energy Limited, HydrogenPro ASA, Iberdrola, S.A., ITM Power PLC, Iwatani Corporation, Kawasaki Heavy Industries, Ltd., Larsen & Toubro Limited, Linde PLC, McPhy Energy S.A, Messer SE & Co. KGaA, Nel ASA, NEOM Company, Ohmium International, Inc., Plug Power Inc., PowerCell Sweden AB, Reliance Industries Limited, Saudi Arabian Oil Company, Siemens AG, Thermax Limited, Topsoe A/S, Toshiba Corporation, and Uniper SE.

Market Segmentation & Coverage

This research report categorizes the Green Hydrogen Market to forecast the revenues and analyze trends in each of the following sub-markets:

• Based on Technology, market is studied across Alkaline Electrolyzer and Polymer Electrolyte Membrane (PEM) Electrolyzer.
• Based on Renewable Source, market is studied across Solar Energy and Wind Energy.
• Based on Distribution Channel, market is studied across Cargo and Pipeline.
• Based on Application, market is studied across Power Generation and Transportation.
• Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

The report offers a comprehensive analysis of the market, covering key focus areas:

1. Market Penetration: A detailed review of the current market environment, including extensive data from top industry players, evaluating their market reach and overall influence.

2. Market Development: Identifies growth opportunities in emerging markets and assesses expansion potential in established sectors, providing a strategic roadmap for future growth.

3. Market Diversification: Analyzes recent product launches, untapped geographic regions, major industry advancements, and strategic investments reshaping the market.

4. Competitive Assessment & Intelligence: Provides a thorough analysis of the competitive landscape, examining market share, business strategies, product portfolios, certifications, regulatory approvals, patent trends, and technological advancements of key players.

5. Product Development & Innovation: Highlights cutting-edge technologies, R&D activities, and product innovations expected to drive future market growth.

The report also answers critical questions to aid stakeholders in making informed decisions:

1. What is the current market size, and what is the forecasted growth?

2. Which products, segments, and regions offer the best investment opportunities?

3. What are the key technology trends and regulatory influences shaping the market?

4. How do leading vendors rank in terms of market share and competitive positioning?

5. What revenue sources and strategic opportunities drive vendors' market entry or exit strategies?

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Growing demand for renewable alternative to conventional fossil fuels
    • 5.1.1.2. Increasing utilization of green hydrogen for manufacturing of ammonia and fertilizers
  • 5.1.2. Restraints
    • 5.1.2.1. High initial investment requirements for setting up hydrogen infrastructure
  • 5.1.3. Opportunities
    • 5.1.3.1. Advancing research and development for green hydrogen
    • 5.1.3.2. Increasing government investments and subsidies promoting clean fuel usage
  • 5.1.4. Challenges
    • 5.1.4.1. Safety concerns associated with handling and transportation of green hydrogen
• 5.2. Market Segmentation Analysis
  • 5.2.1. Technology: Pertaining advantage of alkaline and polymer electrolyte membrane (PEM) electrolyzers in large-scale projects
  • 5.2.2. Renewable Source: Growing uses of solar and wind energy sources providing operational flexibility in electricity generation
  • 5.2.3. Distribution Channel: Wider availability of green hydrogen pipelines in large scale plants for convenient transmission
  • 5.2.4. Application: Increasing adoption of green hydrogen energy for power generation and transportation
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental

6. Green Hydrogen Market, by Technology

• 6.1. Introduction
• 6.2. Alkaline Electrolyzer
• 6.3. Polymer Electrolyte Membrane (PEM) Electrolyzer

7. Green Hydrogen Market, by Renewable Source

• 7.1. Introduction
• 7.2. Solar Energy
• 7.3. Wind Energy

8. Green Hydrogen Market, by Distribution Channel

• 8.1. Introduction
• 8.2. Cargo
• 8.3. Pipeline

9. Green Hydrogen Market, by Application

• 9.1. Introduction
• 9.2. Power Generation
• 9.3. Transportation

10. Americas Green Hydrogen Market

• 10.1. Introduction
• 10.2. Argentina
• 10.3. Brazil
• 10.4. Canada
• 10.5. Mexico
• 10.6. United States

11. Asia-Pacific Green Hydrogen Market

• 11.1. Introduction
• 11.2. Australia
• 11.3. China
• 11.4. India
• 11.5. Indonesia
• 11.6. Japan
• 11.7. Malaysia
• 11.8. Philippines
• 11.9. Singapore
• 11.10. South Korea
• 11.11. Taiwan
• 11.12. Thailand
• 11.13. Vietnam

12. Europe, Middle East & Africa Green Hydrogen Market

• 12.1. Introduction
• 12.2. Denmark
• 12.3. Egypt
• 12.4. Finland
• 12.5. France
• 12.6. Germany
• 12.7. Israel
• 12.8. Italy
• 12.9. Netherlands
• 12.10. Nigeria
• 12.11. Norway
• 12.12. Poland
• 12.13. Qatar
• 12.14. Russia
• 12.15. Saudi Arabia
• 12.16. South Africa
• 12.17. Spain
• 12.18. Sweden
• 12.19. Switzerland
• 12.20. Turkey
• 12.21. United Arab Emirates
• 12.22. United Kingdom

13. Competitive Landscape

• 13.1. Market Share Analysis, 2023
• 13.2. FPNV Positioning Matrix, 2023
• 13.3. Competitive Scenario Analysis
  • 13.3.1. India's First Green Hydrogen Plant Launched by Tecnimont and NEXTCHEM, Boosting National Energy Goals
  • 13.3.2. TotalEnergies and Air Products Sign 15-Year Deal for Green Hydrogen Supply to Cut Emissions in European Refineries
  • 13.3.3. Green Hydrogen Boost, Ohmium and Tata Projects Join Forces for Cost-Effective Production in India
  • 13.3.4. Nikola And Fortescue Future Industries Commit To Creating American Green Energy Jobs With Acquisition Of Nikola's Phoenix Hydrogen Hub
  • 13.3.5. Receives purchase order for 40 MW electrolyser equipment from Bondalti
  • 13.3.6. Statkraft supplies Air Liquide with wind power for large scale green hydrogen electrolyser
  • 13.3.7. L&T Construction is all set to create Renewable Energy Infrastructure for the World's Largest Green Hydrogen plant at NEOM
  • 13.3.8. Enapter AG unveils the world's first megawatt-class AEM electrolyser
  • 13.3.9. NEOM Green Hydrogen Company Completes Financial Close At a Total Investment Value Of USD 8.4 Billion In The World's Largest Carbon-Free Green Hydrogen Plant
  • 13.3.10. Germany's Siemens Energy partners with Australian company in 100% green hydrogen project
  • 13.3.11. Green hydrogen startup Ohmium raises USD 250 million in latest funding round
  • 13.3.12. L&T Signs Pact With French Firm McPhy Energy To Explore Green Hydrogen Market
  • 13.3.13. ANDRITZ enters partnership with HydrogenPro for green hydrogen
  • 13.3.14. Thermax enters the green hydrogen market in partnership with Fortescue Future Industries
  • 13.3.15. Linde to Increase Green Hydrogen Production in California
  • 13.3.16. Air Products and AES Announce Plans to Invest Approximately USD 4 Billion to Build First Mega-scale Green Hydrogen Production Facility in Texas
• 13.4. Strategy Analysis & Recommendation

Companies Mentioned

• 1. Adani Green Energy Limited
• 2. Air Liquide S.A.
• 3. Air Products and Chemicals, Inc.
• 4. Avaada Energy Pvt. Ltd.
• 5. Ballard Power Systems Inc.
• 6. Bloom Energy Corporation
• 7. Cummins Inc.
• 8. CWP Global
• 9. ENAPTER s.r.l.
• 10. ENGIE SA
• 11. Green Hydrogen Systems A/S
• 12. Hiringa Energy Limited
• 13. HydrogenPro ASA
• 14. Iberdrola, S.A.
• 15. ITM Power PLC
• 16. Iwatani Corporation
• 17. Kawasaki Heavy Industries, Ltd.
• 18. Larsen & Toubro Limited
• 19. Linde PLC
• 20. McPhy Energy S.A
• 21. Messer SE & Co. KGaA
• 22. Nel ASA
• 23. NEOM Company
• 24. Ohmium International, Inc.
• 25. Plug Power Inc.
• 26. PowerCell Sweden AB
• 27. Reliance Industries Limited
• 28. Saudi Arabian Oil Company
• 29. Siemens AG
• 30. Thermax Limited
• 31. Topsoe A/S
• 32. Toshiba Corporation
• 33. Uniper SE